Aspen Standard Acquires CWS Financial
On July 7, 2026, Aspen Standard Wealth announced its acquisition of CWS Financial Advisors.
Aspen Standard Wealth (“Aspen”) announced, on July 7, 2026, its acquisition of CWS Financial Advisors (“CWS”). Under the terms of the transaction, the CWS team joined Aspen. Further terms of the transaction were not disclosed.
Aspen, based in New York, is a wealth management holding company that acquires registered investment advisors.
CWS, based in Kalamazoo, Michigan, is a registered investment advisor offering investment, wealth management, and financial planning services. CWS has approximately $1.3 billion in assets under management. Turkey Hill Management served as CWS’s financial advisor on the transaction.
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